Tax Director with Wealth Management Firm

Levelociti•Bedford, NH

20h•Hybrid

About The Position

A boutique wealth management firm based in Bedford, New Hampshire, is hiring a Tax Director to lead client tax compliance and advisory services. The firm has served clients with financial advising and tax needs for more than 40 years. The role is the primary point of contact for clients’ tax compliance and planning needs, with much of the work after April 15 focused on tax planning and strategy. The position is open as the current Director transitions toward the firm’s wealth management pathway. The role offers a hybrid schedule with three days in the office in Bedford, NH. The target start date is within the next 30 days. Compensation is up to $190,000 base salary, plus an annual bonus and benefits.

Requirements

CPA or EA license.
Local to the Bedford, New Hampshire market.
10 or more years of tax experience.
Comfortable with client-facing work.

Responsibilities

Serve as the primary point of contact for clients’ tax compliance and planning needs.
Provide tax compliance and advisory services to clients.
Support tax planning and strategy, particularly after April 15.